As CEO Satya Nadella nears the end of his first full fiscal year, Microsoft's transformation continues. The share of revenue from traditional software licensing has dropped, especially for Windows. But two new categories are growing fast.

A major software reseller in the U.S. has begun taking preorders for Windows 10 OEM software, in the process leaking prices and the apparent availability date of the software. Surprisingly, Microsoft is actually raising OEM prices in this cycle.